Directory

>

Frank Congilose

avatar

Frank Congilose

Registered Representative and Financial Advisor of Park Ave. Securities LLC

United States

View contact details (it's free)

Frank Congilose

Summary

Frank Congilose is an accomplished financial expert and the CEO of C&A Financial Group, where he has been a pivotal figure since 1982. He specializes in a unique approach to wealth management that emphasizes both building and protecting wealth through strategic planning and coaching. With a strong background in business succession planning and executive benefit strategies, Frank is dedicated to helping clients achieve financial independence while enjoying life. He is also a published author and a sought-after speaker on wealth and leadership topics, contributing to the Institute of Responsible Wealth. His extensive experience in the financial services industry equips him with the insights needed to guide individuals and businesses alike in their financial journeys. Frank's passion for personal development and public speaking further underscores his commitment to educating others about responsible wealth management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Frank Congilose

Work Experience

company logo

Registered Representative and Financial Advisor of Park Ave. Securities LLC at

C & A Financial Group

November 1991 - Present

company logo

CEO - Managing Partner at

C & A Financial Group

March 1982 - Present

Logos provided by Logo.dev

Frank Congilose

Education

THE AMERICAN COLLEGE, Clu, Chfc

January 1986 - January 1989

College for Financial Planning, Cfp

January 1986 - January 1988

Frequently Asked Questions about Frank Congilose

What is Frank Congilose email address?

Frank Congilose's primary email address is *****************@ca-strategy.com. To view the full verified email and additional contact details, sign up for free with Muraena.

Where Frank Congilose graduated from?

Frank Congilose holds a degree in Financial Planning And Services from THE AMERICAN COLLEGE.

How can I directly contact Frank Congilose?

To contact Frank Congilose directly, you can use the email address *****************@ca-strategy.com. Complete contact information is available upon registration with Muraena.

Who is Frank Congilose?

Frank Congilose is an accomplished financial expert and the CEO of C&A Financial Group, where he has been a pivotal figure since 1982. He specializes in a unique approach to wealth management that emphasizes both building and protecting wealth through strategic planning and coaching. With a strong background in business succession planning and executive benefit strategies, Frank is dedicated to helping clients achieve financial independence while enjoying life. He is also a published author and a sought-after speaker on wealth and leadership topics, contributing to the Institute of Responsible Wealth. His extensive experience in the financial services industry equips him with the insights needed to guide individuals and businesses alike in their financial journeys. Frank's passion for personal development and public speaking further underscores his commitment to educating others about responsible wealth management.

Frank`s contact details

mail

*****************@ca-strategy.com

***********@guardianlife.com

View Contact details (it's free)
Request Profile Removal